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Las carteras de acciones más recientes de los mejores inversionistas y fondos de cobertura del mundo
AUM masivo
Más de $200 mil millones
AUM elevado
De $10 mil millones a $200 mil millones
AUM medio
De $2B a $10B
AUM bajo
De $250M a $2B
AUM micro
Menos de $250M
Menos de 10%
Menos de 20%
Menos de 40%
Menos de 60%
Menos de 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Nombre | AUM |
Crecimiento de AUM |
AUM Crecimiento % |
Trim. Rend. est. |
Rendimiento est. a 3 años | Posiciones en cartera | Rotación de cartera |
Tenencia prom. (años) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5651 |
5651
Blue Square Asset Management
New York
| USD 136 M | -USD 4.83 M | -3% | 2.19% | 104% | 86 | 25.58% | 0.9 |
|
| 5652 |
5652
Security National Bank of So Dak
Sioux City,
Iowa
| USD 136 M | -USD 4.33 M | -3% | 2.86% | 67.7% | 98 | 3.06% | 5.7 |
|
| 5653 |
5653
Verity Asset Management
Durham,
North Carolina
| USD 136 M | +USD 908 k | +0.7% | 2.06% | 79.7% | 197 | 27.92% | 2.6 |
|
| 5654 |
OCP
5654
OCO Capital Partners
New York
| USD 136 M | -USD 9.9 M | -7% | 12.7% | 679% | 3 | 0% | 2.6 |
|
| 5655 |
5655
Twin Lakes Capital Management
Redwood Shores,
California
| USD 136 M | -USD 5.22 M | -4% | 0.03% | 131% | 263 | 8.37% | 1.5 |
|
| 5656 |
5656
Prentiss Smith & Co
Brattleboro,
Vermont
| USD 136 M | +USD 2.37 M | +2% | 2.42% | 67.4% | 67 | 13.43% | 5.6 |
|
| 5657 |
5657
Roubaix Capital
Denver,
Colorado
| USD 136 M | -USD 558 k | -0.4% | 1.63% | 174% | 58 | 58.62% | 0.5 |
|
| 5658 |
5658
Dentgroup
Baton Rouge,
Louisiana
| USD 136 M | -USD 2.68 M | -2% | 2.9% | 53.6% | 114 | 11.4% | 1.3 |
|
| 5659 |
5659
Patron Partners
Houston,
Texas
| USD 136 M | -USD 5.88 M | -4% | 2.89% | 90.2% | 179 | 13.41% | 2.1 |
|
| 5660 |
5660
Family Asset Management
Charleston,
South Carolina
| USD 136 M | -USD 12.5 M | -8% | 3.43% | – | 195 | 11.28% | 0.6 |
|
| 5661 |
5661
Pointe Capital Management
Grosse Pointe Farms,
Michigan
| USD 135 M | +USD 2.95 M | +2% | 1.88% | 62.6% | 151 | 5.96% | 4.6 |
|
| 5662 |
5662
Long Walk Management
Greenwich,
Connecticut
| USD 135 M | +USD 61.8 k | +0% | 1.49% | 302% | 10 | 30% | 1 |
|
| 5663 |
5663
Woodward Financial Advisors
Chapel Hill,
North Carolina
| USD 135 M | +USD 1.36 M | +1% | 2.91% | 55% | 51 | 15.69% | 1.5 |
|
| 5664 |
5664
Summit Investment Advisory Services
Roseville,
Minnesota
| USD 135 M | -USD 16.3 M | -11% | 3.38% | 68.3% | 58 | 8.62% | 0.7 |
|
| 5665 |
IFS
5665
Intelligent Financial Strategies
Excelsior,
Minnesota
| USD 135 M | -USD 2.19 M | -2% | 1.19% | 63.5% | 90 | 1.11% | 1.6 |
|
| 5666 |
5666
HF Advisory Group
Annapolis,
Maryland
| USD 135 M | +USD 8.28 M | +7% | 3.02% | 73.2% | 150 | 11.33% | 0.6 |
|
| 5667 |
5667
Davidson Trust Company
Seattle,
Washington
| USD 135 M | -USD 3.45 M | -2% | 3.4% | 77% | 128 | 4.69% | 2.8 |
|
| 5668 |
EL
5668
EQ LLC
Bellevue,
Washington
| USD 135 M | +USD 13.2 M | +11% | 3.63% | 72.9% | 51 | 13.73% | 1.9 |
|
| 5669 |
5669
Palouse Capital Management
Spokane,
Washington
| USD 135 M | -USD 8.37 M | -6% | 3.73% | 67.8% | 76 | 10.53% | 3.4 |
|
| 5670 |
KAM
5670
Kinney Asset Management
Chicago,
Illinois
| USD 135 M | -USD 19.8 M | -13% | 8.77% | 10.1% | 5 | 0% | 2.5 |
|
| 5671 |
5671
Vaughan & Co Securities
Ridgewood,
New Jersey
| USD 135 M | -USD 6.05 M | -4% | 3.98% | 70.7% | 54 | 3.7% | 2.7 |
|
| 5672 |
5672
Orleans Capital Management
Mandeville,
Louisiana
| USD 135 M | -USD 6.34 M | -4% | 2.7% | 94.6% | 82 | 8.54% | 2.9 |
|
| 5673 |
5673
GoalFusion Wealth Management
Austin,
Texas
| USD 135 M | -USD 1.23 M | -0.9% | 2.8% | 47.6% | 29 | 13.79% | 1.1 |
|
| 5674 |
5674
CV Advisors
Aventura,
Florida
| USD 135 M | -USD 1.69 M | -1% | 2.35% | 112% | 23 | 4.35% | 1.4 |
|
| 5675 |
5675
Meredith Wealth Planning
Maryville,
Illinois
| USD 135 M | +USD 11.6 M | +9% | 1.47% | 66.5% | 43 | 11.63% | 0.6 |
|